Business Finance Assignment 2016/2017
You are a fund manager in a large financial company. You have been given charge of
€100,000 in cash, which you must invest during a 5 month period between 10th October
2016 and 10 th March 2017. The company expects a return in excess of that available on the
cash market, and you must be ready to explain any losses incurred. Construct a portfolio of
assets, including shares, bonds & cash. The maximum you can invest in one share/bond is
€20,000. Adjustments may be made to the portfolio, but must be explained in writing. You
must follow developments of your portfolio daily, noting the reasons for changes in value.
Students will use an online system: https://www.markets.com/
The final report should be structured as follows: The following headings should be used as a
structure for the project:
? Executive summary (this is a one page summary of the report that outlines your findings).
? Contents page (you must include page numbers).
? Introduction (this details what you will talk about in the report), why we invest in?
? Investment strategy. Reasons for portfolio selection and adjustments that were made
throughout the period. Explanation of changes in asset values.
? Evaluation of the portfolio’s performance.
? Conclusion (this concludes what you have talked about) and recommendations as to future
investments. What we have learn?
? Bibliography, including Author, Title, Edition, Publisher, City, Date (these sources must be
referenced throughout the text). Appendices for spreadsheets, detailed statistics and other
information (these must be referenced in the text).
? Theoretical aspects of the course must be used as a framework for analysis of the portfolio.
? You can use charts to analyse data.
? You should use at least three best performance on what you have trade.
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